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iShares Russell Mid-Cap ETF

1,500 hedge funds and large institutions have $40.6B invested in iShares Russell Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 454 increasing their positions, 530 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

5% more capital invested

Capital invested by funds: $38.8B → $40.6B (+$1.83B)

1% less funds holding

Funds holding: 1,5161,500 (-16)

14% less repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 530

Holders
1,500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.72M
Puts
$739K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAFA
1326
MJT & Associates Financial Advisory
Minnesota
$146K
KFI
1327
Key Financial Inc
Pennsylvania
$144K
LI
1328
LRI Investments
Florida
$142K
CWMS
1329
CFG Wealth Management Services
Indiana
$141K
RIL
1330
Rothschild Investment LLC
Illinois
$140K
CB
1331
CNB Bank
Pennsylvania
$139K
MWA
1332
Medallion Wealth Advisors
Connecticut
$138K
ICCON
1333
Investment Counsel Company of Nevada
Nevada
$133K
EDRH
1334
Edmond de Rothschild Holding
Switzerland
$131K
HNW
1335
High Note Wealth
Minnesota
$127K
GEA
1336
Glen Eagle Advisors
New Jersey
$126K
CCM
1337
Chilton Capital Management
Texas
$125K
AT
1338
Arlington Trust
Alabama
$120K
FP
1339
Financial Perspectives
Minnesota
$118K
CIAS
1340
Capital Investment Advisory Services
North Carolina
$118K
TC
1341
Truvestments Capital
Florida
$111K
MNA
1342
Manning & Napier Advisors
New York
$109K
AF
1343
Align Financial
Minnesota
$109K
CI
1344
CX Institutional
Indiana
$107K
NRC
1345
New Republic Capital
North Carolina
$102K
WFA
1346
West Financial Advisors
Iowa
$101K
AIA
1347
Arcadia Investment Advisors
Idaho
$101K
FDW
1348
Fourth Dimension Wealth
Ohio
$101K
SAM
1349
Smartleaf Asset Management
Massachusetts
$98.1K
PSB
1350
Piscataqua Savings Bank
New Hampshire
$97.2K